PFA

Professional Financial Advisors Portfolio holdings

AUM $475M
1-Year Est. Return 12.31%
This Quarter Est. Return
1 Year Est. Return
+12.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$182M
AUM Growth
+$20.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
440
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$4.03M
3
+$2.62M
4
KKR icon
KKR & Co
KKR
+$996K
5
DLTR icon
Dollar Tree
DLTR
+$829K

Top Sells

1
+$10.5M
2
+$919K
3
+$890K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$417K
5
NOW icon
ServiceNow
NOW
+$409K

Sector Composition

1 Financials 4.73%
2 Industrials 3.2%
3 Technology 3.15%
4 Consumer Staples 2.85%
5 Consumer Discretionary 2.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$3K ﹤0.01%
+24
352
$3K ﹤0.01%
65
353
$3K ﹤0.01%
67
354
$3K ﹤0.01%
+26
355
$3K ﹤0.01%
+105
356
$3K ﹤0.01%
+45
357
$3K ﹤0.01%
25
358
$3K ﹤0.01%
150
359
$3K ﹤0.01%
29
-14
360
$3K ﹤0.01%
233
+56
361
$3K ﹤0.01%
71
362
$3K ﹤0.01%
500
363
$2K ﹤0.01%
149
+134
364
$2K ﹤0.01%
37
365
$2K ﹤0.01%
33
+1
366
$2K ﹤0.01%
7
367
$2K ﹤0.01%
75
368
$2K ﹤0.01%
52
369
$2K ﹤0.01%
100
370
$2K ﹤0.01%
6
371
$2K ﹤0.01%
+67
372
$2K ﹤0.01%
+44
373
$2K ﹤0.01%
51
374
$2K ﹤0.01%
43
375
$2K ﹤0.01%
445
13 14
15
16 17